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3.25 pt2

Skye
Maggie
Bamm
Indi



#sbre #skullbongrulesearth #skullfulltown #scuffletown #lagerlaps #acd #australiancattledog #heeler #blueheeler #bikedog #dogtrainer #citydogs #urbanherdingdog

#sbre $sbre.l Results due on March 18. Share price close to year lows vs #adm $adm.l near year highs. #sbre on a c 7x PE and double digit forward yield. Pricing is tougher but sbre has its niche and will benefit from higher yields

#sbre $sbre.l Presentation from management appears solid: 1) the £80m figure appears a clear minimum they are going after 2) no cap ex needed, they appear to have capacity 3) came across as a bit secretive/data driven in how they'll actually implement this. CEO admitted there's a trust me element...

#sbre $sbre.l
As hoped for a decent bold growth ambition. Will be interesting to see the detail on how they intend to get there

Company has a good reputation for underwriting (strong combined ratio). Adding the growth narrative (and delivering on this) should lead to a re rating

#sbre $sbre.l
Added to ahead of capital markets day on the 5th Dec. Hoping this will be a positive catalyst for the shares. Market fears a weak pricing environment but sbre's last update showed expectations of growing premiums. ForP/E 7.5, forDiv yield could be approaching 8-10%

Thoughts?

x.com

#sbre - thoughts on reaction to update. Bit surprised

x.com/TickerOffici...